2013-02-15T14:00:11-06:00 2012-09-30 CROWE HORWATH LLP 3815 River Crossing Parkway Suite 300 Indianapolis IN 462400977 990 2011-10-01 351066778 FRIENDS FELLOWSHIP COMMUNITY INC FRIE 7659626546 2030 Chester Boulevard Richmond IN 47374 JEFFREY L BAXTER 2013-02-15 true Nicole Bencik P00756195 3175698989 2011 2016-03-07 17:11:31Z JEFFREY L BAXTER 2030 Chester Boulevard Richmond IN 47374 11379242 false X WWW.FFCINC.ORG X 1958 IN FRIENDS FELLOWSHIP COMMUNITY, INC. IS A NOT-FOR-PROFIT RETIREMENT COMMUNITY COMMITTED TO PROVIDING QUALITY SERVICES THROUGH PROMOTION OF DIGNITY, SECURITY AND INDEPENDENCE WITHIN A GRACIOUS ENVIRONMENT. 12 11 339 36 0 0 214839 85328 9650669 10771029 134925 163018 240842 251986 10241275 11271361 663294 749172 0 0 6091344 6836397 0 0 3439 3508606 3616493 10263244 11202062 -21969 69299 25332616 25718362 19364958 18982739 5967658 6735623 X FRIENDS FELLOWSHIP COMMUNITY, INC. IS A NOT-FOR-PROFIT RETIREMENT COMMUNITY SPONSORED BY THE INDIANA YEARLY MEETING OF RELIGIOUS SOCIETY OF FRIENDS TO PROVIDE A CONTINUUM OF CARE OF RESIDENTIAL AND HEALTH CARE FOR OLDER ADULTS. (SEE SCHEDULE O) false false 10306963 749172 10771029 FRIENDS FELLOWSHIP COMMUNITY, INC. PROVIDES A CONTINUUM OF CARE WITH SIX AREAS OF ACCOMMODATIONS FOR 298 INDIVIDUALS OVER THE AGE OF 60. RESIDENTS MAY MOVE THROUGH THE CONTINUUM AS THEIR NEEDS EVOLVE OVER TIME. THE CONTINUUM INCLUDES DUPLEX COTTAGES IN INDEPENDENT HOUSING, CONGREGATE LIVING IN INDEPENDENT LIVING, RESIDENTIAL AND ASSISTED RESIDENTIAL APARTMENTS, COMPREHENSIVE NURSING SERVICES IN THE HEALTH CARE CENTER, AND COMPASSIONATE CARE FOR INDIVIDUALS IN THE COURTYARDS, A SPECIAL CARE UNIT FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE OR OTHER FORMS OF DEMENTIA. NEARLY 88% OF THE RESIDENTS HAVE ENTERED INTO A LIFE LEASE CONTRACT WHICH ASSURES LIFETIME CARE AND GUARANTEED ACCESS TO COMPREHENSIVE NURSING SERVICES IN THE HEALTH CARE CENTER. THE ASSURANCE OF LIFE TIME CARE IS PROVIDED IN THE FORM OF FINANCIAL ASSISTANCE FUNDED SOLELY BY THE ORGANIZATION'S RESOURCES TO THOSE RESIDENTS WHO HAVE OUTLIVED THEIR PERSONAL RESOURCES. (SEE SCHEDULE O) 10306963 true true false true false false false false true true false false false true true true false false false false false false false false false false false true true false false false false false false true false false false false false false false false false false false true 16 0 true 339 true false false false false false false false false false false X 12 11 false false false false false false false true true false false true true true true true true false true false IN X JOHN C ROBINSON 7659626546 2030 CHESTER BOULEVARD Richmond IN 47374 DON L GARNER 1.00 X X 0 0 0 JAMES R QUIGG 1.00 X X 0 0 0 STEVE LOGUE 1.00 X X 0 0 0 SUSAN KIRKPATRICK 1.00 X X 0 0 0 BARBARA BARKER-JENKINS 1.00 X 0 0 0 BARRY CONRAD 1.00 X 0 0 0 BRUCE DAGGY 1.00 X 0 0 0 DAVID BROCK 1.00 X 0 0 0 DOUG SHOEMAKER 1.00 X 0 0 0 GREGORY HINSHAW 1.00 X 0 0 0 JOHN NORRIS 1.00 X 0 0 0 TOM L COX 1.00 X 0 0 0 JEFFREY L BAXTER 40.00 X 154332 0 13461 JOHN C ROBINSON 40.00 X 92499 0 17257 246831 0 30718 1 false true false WHISENHUNT CONSTRUCTION INC PO BOX 233 RICHMOND IN 47375 CONSTRUCTION SERVICES 145775 1 85328 85328 MONTHLY CARE FEES 623000 3463279 3463279 ALZHEIMER'S UNIT 623000 3002648 3002648 HEALTH CARE CENTER 623000 1868836 1868836 ASSISTED RESIDENTIAL 623000 1339013 1339013 AMORTIZATION LIFE-LEASE FEES 900099 1097253 1097253 0 0 0 0 10771029 160220 160220 0 0 513 12567 -12054 0 -12054 -12054 85357 82559 2798 0 2798 2798 0 0 12539 12755 -216 -216 BEAUTY SHOP INCOME 900099 122744 122744 DINING REVENUE 900099 42792 42792 HOUSEKEEPING INCOME 900099 38155 38155 60565 0 0 60565 264256 11271361 10771029 0 415004 0 749172 749172 0 0 289778 57378 229512 2888 55348 55348 4852018 4583336 268682 72881 63034 9847 1120897 1064852 56045 445475 400378 44837 260 0 7030 7030 42990 42990 383 383 0 36464 36464 149872 82161 67711 63443 63443 439774 397355 42128 291 0 0 617889 617524 365 29105 23668 5437 0 0 5468 5468 0 1069523 1059749 9774 362443 313628 48815 FOOD PURCHASES 641082 641082 BANK FEES 58395 58395 RESIDENT ACTIVITIES 26771 26771 EQUIPMENT RENTAL 21314 17051 4263 44547 27170 17377 0 11202062 10306963 891660 3439 0 4350 4350 1775003 2094200 470358 427998 4987 5098 48624 50372 36385080 18779288 18397728 17605792 4566650 5473790 0 0 20000 20000 44916 36762 25332616 25718362 629302 734654 6450799 6400466 3600000 3000000 8684857 8847619 19364958 18982739 X 5940946 6710665 21712 19958 5000 5000 5967658 6735623 25332616 25718362 X 69299 698666 X false true true X false X 43009 114495 66478 214839 85328 524149 9014111 8907888 9294204 9650669 10771029 47637901 288892 328674 275713 265534 276795 1435608 0 0 9346012 9351057 9636395 10131042 11133152 49597658 0 0 0 0 0 0 0 0 49597658 193858 145565 137093 130854 160733 768103 0 193858 145565 137093 130854 160733 768103 0 0 0 0 0 0 0 9539870 9496622 9773488 10261896 11293885 50365761 0.98470 0.98330 0.01530 0.01670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 383 383 false Description of the activities reported on Lines 1a through 1i Schedule C, Part II-B, Line 1 THE ORGANIZATION PAYS DUES TO LEADINGAGE INDIANA & LEADINGAGE. A PORTION OF THE DUES IS USED FOR LOBBYING. 4586556 68208 852802 90245 36464 5380857 4505940 210912 -12861 85357 32078 4586556 4214643 64416 349610 94617 28112 4505940 4196185 77521 80534 114899 24698 4214643 1.00000 0.00000 0.00000 false false 438091 438091 212155 30625290 14999237 15838208 2304125 1480267 823858 2805419 2299784 505635 0 17605792 0 REFUNDABLE ADVANCES 8847619 8847619 11271361 11202062 69299 698666 0 698666 767965 11209713 698666 25322 723988 10485725 36464 749172 785636 11271361 10441748 25322 25322 10416426 36464 749172 785636 11202062 Intended uses of endowment funds Schedule D, Part V, Line 4 THE NET INCOME FROM THE ENDOWMENT FUNDS IS USED TO PROVIDE BENEVOLENT ASSISTANCE TO THOSE LIFE CARE RESIDENTS WHO HAVE DEVELOPED A FINANCIAL NEED. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 CURRENT ACCOUNTING STANDARDS REQUIRE THE ORGANIZATION TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. FOR THE YEARS ENDED SEPTEMBER 30, 2012 AND 2011, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE TAX POSITIONS REGARDING UNCERTAINTIES ARE NOT EXPECTED TO CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAXES, RESPECTIVELY. THE ORGANIZATION HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF SEPTEMBER 30, 2012 AND 2011. THE ORGANIZATION HAS TAX RETURNS OPEN FOR FEDERAL AND STATE PURPOSES FOR 2008 AND AFTER. true BENEVOLENT ASSISTANCE TO LIFE CARE RESIDENTS 21 749172 N/A N/A Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE BENEVOLENT ASSISTANCE GIVEN TO LIFE CARE RESIDENTS IS AWARDED BY CREDITING THE ACCOUNTS OF THE RESIDENTS. X X X false false false false false false false false false JEFFREY L BAXTER 150555 0 0 0 3777 0 0 0 13461 0 167793 0 0 0 MARK BAXTER FAMILY MEMBER OF OFFICER 35564 COMPENSATION false KAREN LOGUE CAMPBELL FAMILY MEMBER OF BOARD MEMBER 16600 COMPENSATION false SARA ROBINSON FAMILY MEMBER OF OFFICER 3686 COMPENSATION false ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 (CONTINUED FROM PART III) WE ARE COMMITTED TO PROVIDING QUALITY SERVICES THROUGH THE PROMOTION OF DIGNITY, SECURITY AND INDEPENDENCE WITHIN A GRACIOUS ENVIRONMENT. WE ENCOURAGE EACH RESIDENT TO MAXIMIZE HIS/HER PHYSICAL, SOCIAL, SPIRITUAL, EMOTIONAL AND PSYCHOLOGICAL WELL-BEING. PROGRAM SERVICE DESCRIPTION FORM 990, PART III, LINE 4A (CONTINUED FROM PART III) SERVICES PROVIDED TO ALL RESIDENTS INCLUDE 24-HOUR SECURITY, ACCESS TO EMERGENCY AND NON-EMERGENCY NURSING CARE SERVICES, TRANSPORTATION, COVERED PARKING, MAINTENANCE AND REPAIR SERVICES, RECREATIONAL ACTIVITIES AND TRIPS, AND CHAPLAINCY SERVICES FOR ALL FAITHS. RESIDENTS RESIDING IN RESIDENTIAL AND ASSISTED RESIDENTIAL APARTMENTS, THE HEALTH CARE CENTER, AND THE COURTYARDS ACCOUNT FOR ROUGHLY 67% OF THE RESIDENT POPULATION AND ARE ALSO PROVIDED MEAL AND DINING SERVICES, HOUSEKEEPING AND LAUNDRY SERVICES, PAID UTILITIES, AND CABLE TV SERVICE. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE 990 IS REVIEWED BY THE VP OF FINANCE AND PRESIDENT. THE COMPLETED 990 IS DISTRIBUTED TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE AND BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ANNUALLY, EVERY BOARD MEMBER AND OFFICER COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE STATEMENTS ARE REVIEWED BY THE VP OF FINANCE. IF A CONFLICT OF INTEREST DOES EXIST THEN THE BOARD MEMBER IS NOT PERMITTED TO DELIBERATE OR VOTE ON ANY TRANSACTION OR BUSINESS RELATED TO THE CONFLICT. PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A THE COMPENSATION FOR THE PRESIDENT IS REVIEWED AND DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES EACH MARCH FOR THE CURRENT CALENDAR YEAR. THE DISCUSSION AND DELIBERATIONS ABOUT THE SALARY ARE DOCUMENTED IN THE APPROVED EXECUTIVE COMMITTEE MINUTES. A CEO COMPENSATION SURVEY CONDUCTED BY THE SAMARITAN ALLIANCE HAS BEEN USED EVERY 3 TO 5 YEARS. THIS PROCESS WAS LAST UNDERTAKEN IN 2010, HOWEVER THE PROCESS WILL BE DONE EACH YEAR GOING FORWARD. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b THE ANNUAL SALARY OF THE VP OF FINANCE IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPARABLE SALARY DATA FROM THE ANNUAL LEADING AGE INDIANA WAGE SURVEY AND A SPREADSHEET DETAILING SALARY HISTORY AND PERCENTAGE INCREASES ARE USED IN CONNECTION WITH A SALARY RECOMMENDATION FROM THE PRESIDENT. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE COMMITTEE MINUTES. THIS PROCESS IS DONE EACH YEAR AND WAS LAST UNDERTAKEN IN 2012. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 698666;